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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2022-08-15 |
| WA | RA | APPROVED | 2022-07-05 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Silverdale | WA | 02/2022 | Present |
| Amway | Ada Township | MI | 12/2015 | 02/2022 |
| Wafd Bank | Bremerton | WA | 06/2020 | 02/2022 |
| Sugar Studios | Silverdale | WA | 02/2020 | 06/2020 |
| State Employees' Credit Union | Charlotte | NC | 12/2016 | 02/2020 |
| Big View Diner | Charlotte | NC | 02/2016 | 12/2016 |
| Philly Pretzel Factory | Charlotte | NC | 08/2018 | 01/2020 |
| Bank Of America, N.A. | Silverdale | WA | 05/2022 | Present |
Amway Non investment related Address East, Ade Michigan Direct sales in the home, beauty and skincare fields Independent Amway business owner Since December 2015 Approximate hours per month 10-15 Zero hours during securities trading hours Duties include virtual trainings on new products, service and delivery of products to existing customers through one on one meetings or mail, and/or support with helping them place their own orders I*: 1989290 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Bremerton, WA Investment Related: No Position, Title, Association: Co-owner with other family member Employee Start Date: 09/11/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties:. I*757252, Entity Type: Entity For Profit, Name of OBA: Amway Corp, Address: Ada, Michigan 49355, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/01/2022, No Hours: 5, No Hours during trading: 0, Duties: Sales of Health, Beauty and home items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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